Waldron Private Wealth’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,538
| Closed | -$219K | – | 430 |
|
|
2024
Q3 | $219K | Sell |
1,538
-407
| -21% | -$57.9K | 0.01% | 384 |
|
|
2024
Q2 | $272K | Sell |
1,945
-311
| -14% | -$43.4K | 0.01% | 334 |
|
|
2024
Q1 | $292K | Sell |
2,256
-174
| -7% | -$22.5K | 0.01% | 321 |
|
|
2023
Q4 | $298K | Sell |
2,430
-664
| -21% | -$81.4K | 0.01% | 309 |
|
|
2023
Q3 | $378K | Sell |
3,094
-486
| -14% | -$59.3K | 0.02% | 259 |
|
|
2023
Q2 | $498K | Buy |
3,580
+101
| +3% | +$14.1K | 0.02% | 227 |
|
|
2023
Q1 | $471K | Buy |
3,479
+355
| +11% | +$48.1K | 0.02% | 265 |
|
|
2022
Q4 | $355K | Hold |
3,124
| – | – | 0.02% | 281 |
|
|
2022
Q3 | $355K | Buy |
3,124
+148
| +5% | +$16.8K | 0.02% | 281 |
|
|
2022
Q2 | $405K | Sell |
2,976
-160
| -5% | -$21.8K | 0.02% | 262 |
|
|
2022
Q1 | $389K | Buy |
3,136
+19
| +0.6% | +$2.36K | 0.02% | 279 |
|
|
2021
Q4 | $449K | Buy |
3,117
+9
| +0.3% | +$1.3K | 0.02% | 262 |
|
|
2021
Q3 | $415K | Buy |
3,108
+1,385
| +80% | +$185K | 0.02% | 241 |
|
|
2021
Q2 | $232K | Sell |
1,723
-16
| -0.9% | -$2.15K | 0.01% | 307 |
|
|
2021
Q1 | $243K | Sell |
1,739
-532
| -23% | -$74.3K | 0.02% | 267 |
|
|
2020
Q4 | $308K | Hold |
2,271
| – | – | 0.02% | 226 |
|
|
2020
Q3 | $337K | Buy |
2,271
+214
| +10% | +$31.8K | 0.03% | 201 |
|
|
2020
Q2 | $292K | Buy |
2,057
+87
| +4% | +$12.4K | 0.03% | 205 |
|
|
2020
Q1 | $253K | Buy |
1,970
+80
| +4% | +$10.3K | 0.03% | 201 |
|
|
2019
Q4 | $261K | Buy |
1,890
+6
| +0.3% | +$829 | 0.02% | 225 |
|
|
2019
Q3 | $269K | Buy |
+1,884
| New | +$269K | 0.03% | 201 |
|
|
2019
Q2 | – | Sell |
-1,650
| Closed | -$205K | – | 254 |
|
|
2019
Q1 | $205K | Buy |
+1,650
| New | +$205K | 0.02% | 241 |
|
|
2017
Q2 | – | Sell |
-1,995
| Closed | -$255K | – | 176 |
|
|
2017
Q1 | $255K | Buy |
+1,995
| New | +$255K | 0.06% | 181 |
|